BVAL
Price
$31.66
Change
-$0.06 (-0.19%)
Updated
Sep 18 closing price
Net Assets
293.97M
Intraday BUY SELL Signals
IWD
Price
$251.70
Change
-$1.12 (-0.44%)
Updated
Sep 18 closing price
Net Assets
81.9B
Intraday BUY SELL Signals
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BVAL vs IWD

BVAL vs IWD Comparison Chart in %
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VS
BVAL vs. IWD commentary
Sep 20, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BVAL is a Hold and IWD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
IWD has more net assets: 81.9B vs. BVAL (294M). IWD has a higher annual dividend yield than BVAL: IWD (20.938) vs BVAL (13.558). BVAL was incepted earlier than IWD: BVAL (1 year) vs IWD (26 years). IWD (0.18) has a lower expense ratio than BVAL (0.23).
BVALIWDBVAL / IWD
Gain YTD13.55820.93865%
Net Assets294M81.9B0%
Total Expense Ratio0.230.18128%
TurnoverN/A14.00-
Yield1.291.3695%
Fund Existence1 year26 years-
TECHNICAL ANALYSIS
Technical Analysis
BVALIWD
RSI
ODDS (%)
Bearish Trend 4 days ago
63%
Bearish Trend 4 days ago
67%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
84%
Momentum
ODDS (%)
Bearish Trend 3 days ago
68%
Bearish Trend 3 days ago
68%
MACD
ODDS (%)
Bearish Trend 3 days ago
64%
Bearish Trend 3 days ago
62%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
48%
Bearish Trend 3 days ago
73%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
48%
Bearish Trend 3 days ago
75%
Advances
ODDS (%)
Bullish Trend 18 days ago
89%
Bullish Trend 18 days ago
86%
Declines
ODDS (%)
Bearish Trend 5 days ago
44%
Bearish Trend 5 days ago
74%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
Aroon
ODDS (%)
Bearish Trend 3 days ago
43%
Bearish Trend 3 days ago
75%
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BVAL
Daily Signal:
Gain/Loss:
IWD
Daily Signal:
Gain/Loss:
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IWD and

Correlation & Price change

A.I.dvisor indicates that over the last year, IWD has been closely correlated with BAC. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if IWD jumps, then BAC could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IWD
1D Price
Change %
IWD100%
-0.44%
BAC - IWD
77%
Closely correlated
-0.77%
JPM - IWD
64%
Loosely correlated
+0.10%
CVX - IWD
48%
Loosely correlated
-0.97%
XOM - IWD
45%
Loosely correlated
+0.17%
DIS - IWD
43%
Loosely correlated
-2.54%
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